In this episode, we have the privilege of speaking with Bob Oros. For almost 5 years, Bob has served as the Executive Vice President, Head of the RIA Segment for Fidelity Clearing & Custody Solutions.
Among other things, Bob addresses:
- His general vision for Fidelity in the RIA space
- What the most successful investment advisers are doing differently
- Fidelity’s new Automated Managed Platform (AMP)
- The biggest challenges facing custodians
- What the investment advisor industry should be doing better
- Where he sees Fidelity’s RIA presence in 5 years
For more information about Fidelity Clearing & Custody Solutions, click here.